+349.1%
BHP vs AMBA
+12.8%
+336.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +5.3% | -1.6% | +2.7% |
| 7D | +3.5% | 0.0% | +3.5% | +3.4% |
| 30D | -4.5% | -8.6% | +4.1% | -3.0% |
| 3M | -6.4% | -29.0% | +22.6% | -0.6% |
| 6M | -0.1% | -19.2% | +19.2% | +0.7% |
| YTD | +43.0% | -13.0% | +56.0% | +40.7% |
| 1Y | +56.5% | -31.3% | +87.8% | +60.0% |
| 3Y | +62.0% | +28.1% | +33.9% | +37.6% |
| 5Y | +130.4% | -69.4% | +199.8% | +140.5% |
| 10Y | +349.1% | +7.6% | +341.4% | +197.5% |
| All | +349.1% | +12.8% | +336.2% | +197.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AMBA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling